An amazing product for managing sales processes
March 22, 2022

An amazing product for managing sales processes

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

Sage CRM Cloud Professional

Overall Satisfaction with Sage CRM

We are using Sage CRM from last 3 years. Before this we were storing all data on our inbuilt CRM hosted on locally based servers. By using Sage CRM we can now build strong customer relationships. We have increased the productivity of the sales, marketing, and customer team. We can reduce costs by using it and can have a complete view of customers. It is easy to use and quick to implement. The best part is that it is very user friendly and reports about team can be generated easily.

Pros

  • Reporting - We can now generate real time reports of the leads. Plus we can also have a look at our team performance easily.
  • Access - Sage CRM can be accessed from anywhere in the world since it is based on cloud.
  • Productivity - Productivity has really increased since we started using the CRM.
  • Sales & Marketing teams now work together since all have access to the data using the CRM.

Cons

  • Support - Support is really slow and sometimes it takes days to resolve a query
  • Updates - Updates needs to be more frequent. Software and security upgrades needs to be more frequent.
  • Training - The product is user friendly but Sage team should conduct trainings for new features every 6 months.
  • Firstly the productivity jumped as the reporting was very accurate.
  • Secondly follow-ups with the clients are now regular which helped to increase the number of leads.
  • Thirdly accessibility to the CRM in any region also helped us a lot in increasing revenue.
We evaluated many other CRM but selected Sage CRM because it is one of the most cost effective CRM's available in the market. I would say this is the best platform to manage leads, though they have not a great customer support team still it solves the basic problem of lead management. We could also customize the product according to our needs which was not available with other products.

Do you think Sage CRM delivers good value for the price?

Yes

Are you happy with Sage CRM's feature set?

Yes

Did Sage CRM live up to sales and marketing promises?

Yes

Did implementation of Sage CRM go as expected?

Yes

Would you buy Sage CRM again?

Yes

Overall usability is good as most of the team members use it effectively without any problems. We have customised dashboards according to our needs and that really helps the team to understand it. Plus uploading new leads/meetings is also very easy. One of the best use case is reporting. Reporting is available with only managers and can be easily to get desired results.
Support team is really slow and they need to work on this really. Sometimes it takes days to resolve a simple query and there is no way to get it expedited. Rest the product is is amazing but the team should look into the costumer support and get it working.
Couple of scenarios where Sage worked really well for us. Earlier we used to have servers locally based and we were have accessibility issues when employee travels to another locations. Plus the software used to lag a bit. Both of these issues were resolved by using Sage CRM. Secondly it was really difficult to train a new team member on using the old CRM. This is very user friendly and the dashboards are in such a way that a new person can also use it very easily.

Sage CRM Feature Ratings

9.4
Customer data management / contact management
9
Workflow management
10
Territory management
9
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
10
Contract management
10
Quote & order management
10
Interaction tracking
9
Channel / partner relationship management
9
6.3
Case management
6
Call center management
7
Help desk management
6
9.5
Lead management
9
Email marketing
10
9.7
Task management
9
Billing and invoicing management
10
Reporting
10
8.7
Forecasting
8
Pipeline visualization
8
Customizable reports
10
9.5
Custom fields
9
Custom objects
9
Scripting environment
10
API for custom integration
10
9.5
Role-based user permissions
10
Single sign-on capability
9
9.5
Social data
10
Social engagement
9
10.0
Marketing automation
10
Compensation management
10
8.0
Mobile access
8

Comments

More Reviews of Sage CRM

  1. Home
  2. Customer Relationship Management (CRM) Software
  3. Sage CRM Reviews
  4. User Review of Sage CRM